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William James Collins

Mai Capital Management, LLC

Cleveland, OH

Burlington, MA

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Current Employers
Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-07-01
NH RA APPROVED 2018-02-15
  • MA RA
    APPROVED
    Since 2024-07-01
  • NH RA
    APPROVED
    Since 2018-02-15

Branch Locations

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

78 Blanchard Road, Burlington, MA 01803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mai Capital Management, Llc Burlington MA 12/2015 Present
Previous Registrations
  • 2009-04-02 → 2009-05-15
    West Coast Asset Management,Inc.
    Montecito, CA
  • 1997-03-09 → 2008-11-19
    Strategic Advisers Llc
    Burlington, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-06-26
  • S63 Uniform Securities Agent State Law Examination
    1991-06-26
Designations
Other Names
  • Bill Collins

View on SEC IAPD

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